Search Results for: financial management

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Sagent Adds Former Fannie Mae Exec Marianne Sullivan and Digital Risk Co-Founder Jeffrey Taylor to Board of Directors
Banking Economy Fintech News

Mortgage Servicing Fintech Sagent Appoints Former Bank of America and Roostify Execs As Head of Business Development & Customer Success

Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, appointed banking veteran David Doyle as EVP of Business Development and technology veteran Jesse Decker as EVP of Customer Success. These hires, the first in a series by new CEO Dan Sogorka who joined......
White Ops Receives Investment from Goldman Sachs Merchant Banking Division and ClearSky Security to Support Next Phase of Growth
Banking Fintech Investment Services News

White Ops Receives Investment from Goldman Sachs Merchant Banking Division and ClearSky Security to Support Next Phase of Growth

Investment will further accelerate White Ops’ growth and expansion in new markets White Ops (“White Ops” or the “Company”), the global leader in bot mitigation and fraud protection, announced the completion of an investment by Goldman Sachs Merchant Banking Division and ClearSky Security to support the Company in its next......
SharperLending Enhances Lending Technology to Increase Access to Social Distancing Real Estate Appraisal Solutions
B2C Capital Markets Fintech News

SharperLending Enhances Lending Technology to Increase Access to Social Distancing Real Estate Appraisal Solutions

Mortgage technology provider SharperLending announced enhancements to its Appraisal Firewall and Verisite real estate appraisal solutions to extend the value of health and safety to a broader audience. Appraisers and appraisal management companies can now access the Verisite mobile appraisal and inspection tools to order mobile-based appraisal products directly from the homeowner......
BHD Leon, a Leading Bank in the Dominican Republic, Selects Temenos to Power its Digital Transformation
Banking Fintech News

BHD Leon, a Leading Bank in the Dominican Republic, Selects Temenos to Power its Digital Transformation

Temenos, the banking software company, announced that BHD Leon has chosen to implement Temenos Transact, the next generation core banking product, as part of its digital transformation program. The implementation will be conducted in two phases, migrating business lines across retail, SME, corporate and wealth management sectors from a legacy......
Corcentric Acquires B2B Payments Provider Vendorin
Fintech Investment Services News

Corcentric Receives Strategic Investment Round to Support Global Expansion

Corcentric, a leading provider of business spend management and revenue management software and services, announced  a significant minority growth equity investment from New York-based private equity firm, Bregal Sagemount. The $80 million capital raise will support Corcentric’s product innovation and solution integration efforts as the company continues its global expansion; helping businesses......
MX Named One Of Inc. Magazine's Best Workplaces 2020
Fintech News

MX Named One Of Inc. Magazine’s Best Workplaces 2020

Fast-growing fintech recognized for its culture, people, and advocacy-based mission to empower the world to be financially strong MX, the leading platform to harmonize the money experience, has been named one of Inc. magazine’s Best Workplaces of 2020, the outlet’s fifth annual ranking of the top private companies to work for in......
Qontigo Expands Factor-Based Index Suite To Include Sustainable Indices
Fintech Investment Services News

Qontigo Expands Factor-Based Index Suite To Include Sustainable Indices

Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the expansion of the STOXX Factor Index suite to include a family of ESG-screened indices. The STOXX ESG-X Factor Indices provide sustainability-driven investors with ESG-screened indices that can target similar levels of factor exposures as......
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